ALEXANDRIA EDUCATION FOUNDATION

EIN: 842833851 501(c)(3) Education

Alexandria, MN

Total Revenue
$133,805
Total Expenses
$148,133
Total Assets
$590,516
Net Assets
$590,516
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2019
Legal Domicile
MN
Principal Officer
Claire Anderson
Phone
3207623356
Tax Period
2024-07-01 to 2025-06-30

ALEXANDRIA EDUCATION FOUNDATION, founded in 2019, is a small nonprofit in the Education sector that reported $134K in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. Expenses of $148K exceeded revenue, resulting in a 11% operating deficit.

Mission

The Alexandria Education Foundation is comitted to support excellence in education and expanding learning opportunities in Alexandria Public Schools.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $121,132
Program Service Revenue $0
Investment Income $12,673
Other Revenue $0
TOTAL REVENUE $133,805

Expense Breakdown

Grants Paid $62,604
Salaries & Benefits $46,960
Fundraising Expenses $11,740
Program Expenses $121,825
Other Expenses $38,569
TOTAL EXPENSES $148,133

Year-over-Year Comparison

2024 2023 Change
Revenue $133,805 $198,279 -0.3%
Expenses $148,133 $162,407 -0.1%
Net Income $-14,328 $35,872 -1.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
14
Independent Members
14
Employees
1
Volunteers
12

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
14
$46,960
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kelli Minnerath Executive Dir. 40.00
Director
$46,960 $0 $46,960
Tyler Bredeson Board Member 1.00
Director
$0 $0 $0
Brittney Thoreson Secretary 1.00
Officer Director
$0 $0 $0
LUKAS GOTTO Board Member 1.00
Director
$0 $0 $0
CJ HAUKOM Treasurer 1.00
Officer Director
$0 $0 $0
Patrick Kalina Board Chair 1.00
Officer Director
$0 $0 $0
Claire Anderson Vice Chair 1.00
Officer Director
$0 $0 $0
Molly Eken Board Member 1.00
Director
$0 $0 $0
Darla Harstad Board Member 1.00
Director
$0 $0 $0
Jeff Patience Board Member 1.00
Director
$0 $0 $0
Lori Schmidt Board Member 1.00
Director
$0 $0 $0
Marc Sugden Board Member 1.00
Director
$0 $0 $0
Heather Timm Board Member 1.00
Director
$0 $0 $0
Anthony Zimny Board Member 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $133,805 $148,133 $590,516 $-14,328
2024 $198,279 $162,407 $564,137 $35,872
2022 $118,409 $55,696 $508,005 $62,713
2020 $532,916 $74,360 $459,585 $458,556
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